MILLER DWAN FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MILLER DWAN FOUNDATION (EIN 23-7396466)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-29
- IRS object ID
- 202322419349301202
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-29T10:56:43-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST FIRST STREET SUITE 700 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237396466 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER-DWAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 2187862823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 EAST SECOND STREET | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55805 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACI MARCINIAK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2187862823 | PhoneNum |
| Signature | 2023-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TRACI | PersonFirstNm |
| Person Last | MARCINIAK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE BOYER | PreparerPersonNm |
| PTIN | P01278549 | PTIN |
| Phone | 2187275025 | PhoneNum |
| Preparation | 2023-08-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TRACI MARCINIAK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 EAST SECOND STREET | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,174,501 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MILLERDWANFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SUPPORT TO HISTORIC MILLER-DWAN MEDICAL CENTER AND POLINSKY MEDICAL REHABILITATION SPECIALTY HEALTHCARE PROGRAMS AND SERVICES AND FOR INNOVATIVE PROGRAMMING THROUGHOUT THE REGION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,193,097 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,211,209 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $29,766 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,899,885 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,470,089 | CYInvestmentIncomeAmt |
| PY Other Revenue | $188 | PYOtherRevenueAmt |
| CY Other Revenue | -$114,716 | CYOtherRevenueAmt |
| PY Total Revenue | $5,122,936 | PYTotalRevenueAmt |
| CY Total Revenue | $2,566,582 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $851,932 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,262,047 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $522,876 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $569,401 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $500 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $959,435 | PYOtherExpensesAmt |
| CY Other Expenses | $1,067,727 | CYOtherExpensesAmt |
| PY Total Expenses | $2,334,243 | PYTotalExpensesAmt |
| CY Total Expenses | $2,899,175 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,788,693 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$332,593 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,367,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,065,709 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $669,620 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $554,928 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,698,264 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,510,781 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MILLER-DWAN FOUNDATION IMPROVES THE HEALTH OF THE PEOPLE OF OUR REGION THROUGH THE CREATION OF IMPACTFUL COMMUNITY SOLUTIONS THAT OVERCOME BARRIERS. WE SUPPORT THE FUTURE AND THE LEGACY OF MILLER-DWAN MEDICAL CENTER, POLINSKY MEDICAL REHABILITATION CENTER, SOLVAY HOSPICE HOUSE, AMBERWING - CENTER FOR YOUTH & FAMILY WELL-BEING AND OTHER INITIATIVES FOR OUR REGION'S HEALTH. BY COMING TOGETHER WITH OTHERS WHO SHARE OUR VISION AND PASSION, WE ARE ABLE TO MAKE A DIFFERENCE IN THE LIVES OF PEOPLE EVERY DAY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,357,163 | ExpenseAmt |
| Grant | $1,262,047 | GrantAmt |
| Desc | THE FOUNDATION SUPPORTS MEANINGFUL HEALTHCARE PROGRAMS ON THE MEDICAL CAMPUS AND IN THE COMMUNITY. GRANTS ARE MADE THROUGHOUT THE YEAR TO IMPROVE HEALTHCARE IN OUR REGION AND ARE PRIMARILY FOCUSED ON ADULT AND ADOLESCENT MENTAL HEALTH, HOSPICE, PHYSICAL REHABILITATION, CANCER CARE, BURN CARE, SURGICAL SERVICES, AND END-OF-LIFE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $456,405 | ExpenseAmt |
| Desc | THE MILLER-DWAN FOUNDATION IS COMMITTED TO RAISING AWARENESS OF IMPORTANT HEALTH CARE ISSUES BY PROVIDING CHILDREN AND ADULTS WITH KNOWLEDGE AND SKILLS TO MOVE TOWARDS GREATER WELLNESS, TO MANAGE THEIR ILLNESS, AND TO UNDERSTAND OPTIONS AVAILABLE THROUGHOUT THE COURSE OF THEIR ILLNESS. IN 2022, EDUCATION WAS DONE IN-PERSON AND INCLUDED A VISIONING EVENT TO HELP PEOPLE CREATE THE LIFE THEY STRIVE TO LIVE, AS WELL AS AN EVENT DEDICATED TO THE IMPORTANCE OF THERAPY ANIMALS IN HEALTHCARE SETTINGS. EACH YEAR THE FOUNDATION CREATES PUBLICATIONS AND RESOURCES WHICH ARE WIDELY DISTRIBUTED, HAS AN ONLINE PRESENCE, AND ENGAGES THE MEDIA IN SHARING OUR MESSAGE. TOPIC AREAS INCLUDE, BUT ARE NOT LIMITED TO, HOSPICE AND END-OF-LIFE, MENTAL HEALTH, CANCER CARE AND SURVIVORSHIP, PHYSICAL REHABILITATION, AND BURN TREATMENT. THE FOUNDATION AWARDS GRANTS WITHIN THE MEDICAL MILIEU AND TO COMMUNITY ORGANIZATIONS WHO ARE FOCUSED ON HEALTHCARE, SPECIFICALLY FOR THE PROVISION OF EDUCATION. EDUCATION GRANTS ARE GIVEN TO MAINTAIN AND IMPROVE PATIENT CARE, AS WELL AS PREVENTION AND AFTERCARE FOR LONG TERM SUCCESS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $335,557 | ExpenseAmt |
| Desc | AMBERWING - CENTER FOR YOUTH & FAMILY WELL-BEING IS OWNED BY THE MILLER-DWAN FOUNDATION, WHO HAS CONTINUED RESPONSIBILITY FOR THE STEWARDSHIP OF THE HOME AND THE TREATMENT PROGRAM. AMBERWING CARES FOR PATIENTS FROM BIRTH TO 18 AND ENGAGES THE FAMILY THROUGHOUT THE TREATMENT PROCESS. APPROXIMATELY 1,200 KIDS ANNUALLY PRESENT AT AMBERWING SEEKING CARE. AFTER AN ASSESSMENT, THE MAJORITY OF THE KIDS ENTER THE AMBERWING PARTIAL HOSPITALIZATION PROGRAM. IF NEEDED, CHILDREN AND FAMILIES ARE REFERRED TO OTHER ORGANIZATIONS PROVIDING THE TYPE OR LEVEL OF CARE APPROPRIATE FOR THAT SPECIFIC INDIVIDUAL. THE MILLER-DWAN FOUNDATION AND AMBERWING CONTINUE TO IDENTIFY AND IMPLEMENT WAYS TO OFFER SKILLS AND EDUCATION TO CHILDREN BEYOND THOSE ADMITTED TO THE AMBERWING PROGRAM-BOTH IN-PERSON AND VIRTUAL. DIALECTICAL BEHAVIOR THERAPY (DBT) TRAINING. WAS PROVIDED TO REGIONAL SCHOOL DISTRICTS AND COLLEGES.THE SUBSTANCE-USE DISORDER (SUD) PROGRAM THAT WAS IMPLEMENTED AT AMBERWING IN 2021, CONTINUED FOR ITS SECOND YEAR. THE SUD FELLOW CONTINUED HER ONSITE LEARNING OF SPECIALIZED DBT AND SUD CARE FOR CHILDREN AND IS PLANNING TRANSITION TO EMPLOYEE-STATUS ONCE THE FELLOWSHIP CONCLUDES.AMBERWING ALSO HOUSES A FAMILY RESOURCE CENTER THAT PROVIDES SUPPORT AND INFORMATION FOR PEOPLE FROM THROUGHOUT THE COMMUNITY. THE RESOURCE CENTER IS OFTEN FILLED WITH FAMILY MEMBERS WHO ARE SEEKING INFORMATION TO DETERMINE IF THEIR CHILD MAY NEED ADDITIONAL SUPPORT OR WHOSE CHILD IS IN THE AMBERWING PROGRAM. THE RESOURCE CENTER MANAGER FIELDED AN EXTENSIVE NUMBER OF PHONE CALLS AND WALK-IN VISITORS, IN ADDITION TO SERVING ON 6 LOCAL COMMITTEES AND ATTENDING 12 REGIONAL EVENTS AS AN AMBERWING AND MILLER-DWAN REPRESENTATIVE. DIALECTICAL BEHAVIOR THERAPY (DBT) SKILLS AND EDUCATION TRAININGS FOR FAMILY AND COMMUNITY MEMBERS EXCEEDED 100 SESSIONS IN 2022, REACHING MORE THAN 1,000 INDIVIDUALS.AMBERWING IS OWNED BY THE MILLER-DWAN FOUNDATION, AND CONTRACTS WITH ESSENTIA HEALTH TO PROVIDE THE MEDICAL CARE. MILLER-DWAN FOUNDATION DOES NOT CHARGE RENT TO ESSENTIA HEALTH FOR USE OF THE FACILITY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $405,215 | ExpenseAmt |
| Desc | 1) SOLVAY HOSPICE HOUSE (EXPENSES: $202,045)IN 2003, THE MILLER-DWAN FOUNDATION TOOK ON THE ROLE OF COMMUNITY ORGANIZER, FUNDRAISER, AND DEVELOPER TO COMPLETE A $4 MILLION CAPITAL CAMPAIGN TO CREATE SOLVAY HOSPICE HOUSE, WHICH OPENED IN 2007. SOLVAY WAS DESIGNED TO BE A COMFORTABLE HOME FOR THOSE FACING THE END OF LIFE AND THEIR FAMILIES. IN FY 2022, 220 WERE ADMITTED AND CARED FOR AT SOLVAY. OF THOSE, 82 WERE RESPITE PATIENTS, WHO RETURN HOME AFTER THEIR LOVED ONES ARE ABLE TO ENJOY A FIVE-DAY BREAK FROM THEIR CAREGIVING DUTIES. ON AVERAGE, PATIENTS ARE AT SOLVAY 7.9 DAYS BEFORE PASSING AWAY OR DISCHARGED TO HOME OR ANOTHER FACILITY. MOST PATIENTS ADMITTED TO SOLVAY QUALIFIED FOR FINANCIAL ASSISTANCE THROUGH THE MILLER-DWAN FOUNDATION'S COMPASSIONATE CARE FUND-A FUND DEVELOPED TO ENSURE PATIENTS WHO WOULD BENEFIT FROM CARE AT SOLVAY WOULD BE ABLE TO, REGARDLESS OF THEIR FINANCIAL CIRCUMSTANCE. SOLVAY IS OWNED BY THE MILLER-DWAN FOUNDATION AND CONTRACTS WITH ESSENTIA HEALTH TO PROVIDE THE MEDICAL CARE. MILLER-DWAN FOUNDATION DOES NOT CHARGE RENT TO ESSENTIA HEALTH FOR USE OF THE FACILITY.2) NEW PROGRAMS (EXPENSES: $50,985)WHEN A NEW HEALTH CARE NEED IS IDENTIFIED IN THE REGION OR ON THE MEDICAL CAMPUS, THE FOUNDATION WILL FOCUS ATTENTION AND RESOURCES TO HELP MEET THAT NEED. SOME OF THESE NEEDS CAN BE MET IN THE SHORT TERM AND CAN CHANGE FROM YEAR TO YEAR. RESPONSE TO THESE NEEDS CAN TAKE A VARIETY OF FORMS. IN 2022, THE EFFECTS OF THE PANDEMIC ON THE MENTAL HEALTH OF PEOPLE THROUGHOUT OUR REGION IS BECOMING MORE APPARENT. REFERRALS FOR ADULT AND ADOLESCENT MENTAL HEALTH CARE CONTINUE TO BE NEARLY DOUBLE PRE-PANDEMIC LEVELS. AS SUCH, MILLER-DWAN FOUNDATION DEVELOPED AN AGGRESSIVE STRATEGY TO ALLEVIATE THE MENTAL HEALTH CRISIS. THIS INVOLVES A COMMUNITY-WIDE PROGRAM TO EXPAND THE WORKFORCE THAT WILL LAUNCH IN 2023, AS WELL AS PLANS TO EXPAND FAMILY AND GROUP THERAPY CARE, TO MEET A SIGNIFICANT GAP IN CARE IN OUR REGION. WORK CONTINUES IN DOUGLAS COUNTY WITH AN EMPHASIS ON MENTAL HEALTH TRAINING, OPPORTUNITIES FOR RESIDENTS TO CONNECT, PROVIDER RECRUITMENT AND RETENTION AND THE POSSIBLE CREATION OF A MENTAL HEALTH CENTER.3) DEVELOPMENT (EXPENSES: $152,185)BUILDING AND SUSTAINING RELATIONSHIPS WITH SUPPORTERS IS OF PARAMOUNT IMPORTANCE TO OUR ORGANIZATION, AS THEY ARE TRULY THE CATALYST IN IMPROVING HEALTH CARE. STAFF KEEP IN FREQUENT CONTACT WITH SUPPORTERS AND USE SOPHISTICATED SOFTWARE TO ENSURE SUPPORTERS' GIFTS ARE RECORDED, DIRECTED AND RECOGNIZED CORRECTLY AND APPROPRIATELY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $405,215 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $2,554,340 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACI MARCINIAK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2187862823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 EAST SECOND STREET | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55805 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| TRACI MARCINIAK | ||||||
| PRESIDENT | 40.00 | Yes (X) | $162,338 | $0 | $29,820 | |
| RYAN EDMUNDS | ||||||
| DIRECTOR UNTIL 03/22 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RYAN BOMAN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARK EMMEL | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TIM MCSHANE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TRICIA BUNTEN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JANICE SCHADE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JENNY PETERSON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JEFF HOLMES | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CARL CRAWFORD | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DR BRAD DAVIS | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MELISSA MEIERHOFF | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PAT MULLEN | ||||||
| DIRECTOR UNTIL 02/22 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KATHLEEN ATMORE | ||||||
| DIRECTOR UNTIL 02/22 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SHANE JOHNSON | ||||||
| DIRECTOR UNTIL 02/22 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JENNIFER CAREY | ||||||
| DIRECTOR/FORMER CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TANYA NICHOLS | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARY KAY BERARDUCCI | ||||||
| VICE-CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DR ELENA METCALF | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MIKE SEYFER | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $162,338 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $29,820 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $139,802 | FundraisingAmt |
| Related Organizations | $226,949 | RelatedOrganizationsAmt |
| All Other Contributions | $844,458 | AllOtherContributionsAmt |
| Noncash Contributions | $101,329 | NoncashContributionsAmt |
| Total Contributions | $1,211,209 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $458,947 | TotalRevenueColumnAmt |
| Exclusion | $458,947 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,450,272 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,439,130 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,011,142 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,011,142 | TotalRevenueColumnAmt |
| Exclusion | $1,011,142 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $52,560 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $139,802 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $168,789 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$116,229 | TotalRevenueColumnAmt |
| Exclusion | -$116,229 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FISCAL AGENT FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,513 | TotalRevenueColumnAmt |
| Exclusion | $1,513 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,513 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,566,582 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,355,373 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,245,147 | TotalAmt |
| Program Services | $1,245,147 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,900 | TotalAmt |
| Program Services | $16,900 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,158 | TotalAmt |
| Program Services | $153,726 | ProgramServicesAmt |
| Management And General | $38,432 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,863 | TotalAmt |
| Program Services | $243,641 | ProgramServicesAmt |
| Management And General | $55,222 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,380 | TotalAmt |
| Program Services | $63,974 | ProgramServicesAmt |
| Management And General | $14,406 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,787 | TotalAmt |
| Management And General | $24,787 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,810 | TotalAmt |
| Management And General | $33,810 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,136 | TotalAmt |
| Management And General | $137,136 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,883 | TotalAmt |
| Program Services | $13,608 | ProgramServicesAmt |
| Management And General | $775 | ManagementAndGeneralAmt |
| Fundraising | $500 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,432 | TotalAmt |
| Program Services | $25,437 | ProgramServicesAmt |
| Management And General | $11,995 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,119 | TotalAmt |
| Program Services | $2,119 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,261 | TotalAmt |
| Program Services | $6,049 | ProgramServicesAmt |
| Management And General | $2,212 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,538 | TotalAmt |
| Program Services | $405,531 | ProgramServicesAmt |
| Management And General | $1,007 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EDUCATION | $280,594 | $280,594 | |
| MAINTENANCE | $48,471 | $48,471 | |
| DONOR RECOGNITION EXPEN | $48,300 | $48,300 | |
| BAD DEBT EXPENSE | $12,120 | $12,120 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,276 | TotalAmt |
| Program Services | $843 | ProgramServicesAmt |
| Management And General | $12,433 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,899,175 | TotalAmt |
| Program Services | $2,554,340 | ProgramServicesAmt |
| Management And General | $344,335 | ManagementAndGeneralAmt |
| Fundraising | $500 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,923 | BOYAmt |
| EOY | $236,688 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,900 | BOYAmt |
| EOY | $367,712 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,749 | BOYAmt |
| EOY | $153,382 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,419 | BOYAmt |
| EOY | $52,779 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,755,949 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,805,467 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,357,018 | BOYAmt |
| EOY | $3,950,482 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,056,928 | BOYAmt |
| EOY | $12,358,487 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,515,672 | BOYAmt |
| EOY | $10,291,749 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,535,275 | BOYAmt |
| EOY | $3,654,430 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,367,884 | BOYAmt |
| EOY | $31,065,709 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,155 | BOYAmt |
| EOY | $131,567 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,646 | BOYAmt |
| EOY | $143,455 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,819 | BOYAmt |
| EOY | $279,906 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $669,620 | BOYAmt |
| EOY | $554,928 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,212,993 | BOYAmt |
| EOY | $13,345,764 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,485,271 | BOYAmt |
| EOY | $17,165,017 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,698,264 | BOYAmt |
| EOY | $30,510,781 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,367,884 | BOYAmt |
| EOY | $31,065,709 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$332,593 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,974,045 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$880,845 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $796,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,157,343 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,279,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,193,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,211,209 | CurrentTaxYearAmt |
| Total | $5,637,308 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $796,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,157,343 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,279,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,193,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,211,209 | CurrentTaxYearAmt |
| Total | $5,637,308 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $980,274 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,657,034 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $774,137 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $636,592 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $432,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $591,755 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $458,947 | CurrentTaxYearAmt |
| Total | $2,894,425 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,513 | CurrentTaxYearAmt |
| Total | $1,513 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,533,246 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $35,432 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.54580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61540 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,485,271 | BeginningYearBalanceAmt |
| Contributions | $736,726 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,656,423 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $996,914 | GrantsOrScholarshipsAmt |
| Other Expenditures | $286,249 | OtherExpendituresAmt |
| Administrative Expenses | $117,394 | AdministrativeExpensesAmt |
| End Year Balance | $17,165,017 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,806,632 | BeginningYearBalanceAmt |
| Contributions | $655,927 | ContributionsAmt |
| Investment Earnings Or Losses | $2,045,630 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $650,754 | GrantsOrScholarshipsAmt |
| Other Expenditures | $275,359 | OtherExpendituresAmt |
| Administrative Expenses | $96,805 | AdministrativeExpensesAmt |
| End Year Balance | $19,485,271 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,392,533 | BeginningYearBalanceAmt |
| Contributions | $1,028,305 | ContributionsAmt |
| Investment Earnings Or Losses | $1,530,733 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $788,242 | GrantsOrScholarshipsAmt |
| Other Expenditures | $263,697 | OtherExpendituresAmt |
| Administrative Expenses | $93,000 | AdministrativeExpensesAmt |
| End Year Balance | $17,806,632 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,609,263 | BeginningYearBalanceAmt |
| Contributions | $965,799 | ContributionsAmt |
| Investment Earnings Or Losses | $1,775,349 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $660,594 | GrantsOrScholarshipsAmt |
| Other Expenditures | $202,178 | OtherExpendituresAmt |
| Administrative Expenses | $95,106 | AdministrativeExpensesAmt |
| End Year Balance | $16,392,533 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,463,117 | BeginningYearBalanceAmt |
| Contributions | $654,488 | ContributionsAmt |
| Investment Earnings Or Losses | -$467,485 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $710,117 | GrantsOrScholarshipsAmt |
| Other Expenditures | $241,588 | OtherExpendituresAmt |
| Administrative Expenses | $89,152 | AdministrativeExpensesAmt |
| End Year Balance | $14,609,263 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.78710 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.21290 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $486,930 | OtherCostOrOtherBasisAmt |
| Book Value | $486,930 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,537,093 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,143,424 | DepreciationAmt |
| Book Value | $3,393,669 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $490,231 | OtherCostOrOtherBasisAmt |
| Depreciation | $420,650 | DepreciationAmt |
| Book Value | $69,581 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,241,695 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,241,393 | DepreciationAmt |
| Book Value | $302 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,950,482 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $5,672,566 | F |
| EXCHANGE TRADED FUNDS | $973,507 | F |
| CORPORATE, FIXED INCOME | $2,620,503 | F |
| US GOVERNMENT AGENCY DEBT SECURITIES | $1,025,173 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,291,749 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERPETUAL TRUST | Desc |
| Book Value | $3,654,430 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,654,430 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$3,425,444 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,974,045 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,017,981 | OtherRevenueAmt |
| Revenue Not Reported | -$5,992,026 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,566,582 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,566,582 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,762,039 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,762,039 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $137,136 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $137,136 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,899,175 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE FOUNDATION RECEIVES ASSETS TRANSFERRED FROM UNAFFILIATED ENTITIES AND ACTS AS AN AGENT FOR THOSE ENTITIES. THE TRANSFER OF ASSETS IS NOT CONSIDERED A CONTRIBUTION RECEIVED BY THE FOUNDATION. THE FOUNDATION RECOGNIZES A LIABILITY CONCURRENT WITH THE RECOGNITION OF THE ASSETS RECEIVED. |
| PART V, LINE 4: | DONOR-DESIGNATED FUND: THE FUND CONSISTS OF DONOR-RESTRICTED CONTRIBUTIONS AND GRANTS FOR PROGRAM SERVICES AND FOR ACQUISITION OF LONG-LIVED ASSETS. VAN GORDEN FUND: THE FUND INCLUDES AMOUNTS RECEIVED FROM THE VAN GORDEN FOUNDATION OF PRC. THE VAN GORDEN FUND ADVISORY COMMITTEE MAKES RECOMMENDATIONS TO THE MILLER-DWAN FOUNDATION BOARD ON THE MANAGEMENT, INVESTMENT ALLOCATION AND DISBURSEMENT OF THE VAN GORDEN FUND. THE VAN GORDEN FUND CONSISTS OF THE FOLLOWING: ALBERT J. GONSKA MEMORIAL FUND: THE PURPOSE OF THIS FUND IS TO ASSIST THE PEDIATRIC REHABILITATION DEPARTMENT HISTORICALLY MAINTAINED BY POLINSKY, OR ITS SUCCESSOR, IN THE FINANCING OF PROGRAMS, RESEARCH AND NEW EQUIPMENT. SARA M. YOUNG EDUCATION FUND: THE PURPOSE OF THIS FUND IS TO PROVIDE EDUCATIONAL OPPORTUNITIES TO REHABILITATION PATIENTS, FAMILY MEMBERS AND PRACTITIONERS. VAN GORDEN NEW INITIATIVES FUND: THE PURPOSE OF THIS FUND IS TO SUPPORT AND PROMOTE NEW AND INNOVATIVE PROGRAMS OF REHABILITATION SERVICES, RESEARCH AND EDUCATION FOR TAX-EXEMPT INSTITUTIONS IN NORTHERN MINNESOTA, NORTHERN WISCONSIN AND THE UPPER PENINSULA OF MICHIGAN. - POLINSKY SUB FUND: THIS SUB FUND OF THE VAN GORDEN NEW INITIATIVES FUND IS DESIGNATED FOR POLINSKY AND POLINSKY CORPORATE AFFILIATES. ONE-HALF OF THE DISTRIBUTIONS FROM THE EDWARD S. AND JOSEPHINE WENDORF FOUNDATION THAT WERE PREVIOUSLY DESIGNATED FOR THE VAN GORDEN FUND OF PRC GO TO THIS SUB FUND. - OUTREACH SUB FUND: THIS SUB FUND OF THE VAN GORDEN NEW INITIATIVES FUND IS WITHOUT RESTRICTION AS TO AFFILIATION. ONE-HALF OF THE DISTRIBUTIONS FROM THE EDWARD S. AND JOSEPHINE WENDORF FOUNDATION THAT WERE PREVIOUSLY DESIGNATED FOR THE VAN GORDEN FUND OF PRC GO TO THIS SUB FUND. |
| PART X, LINE 2: | THE FOUNDATION AND ITS SUBSIDIARIES ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND FROM STATE INCOME TAXES UNDER A SIMILAR STATE CODE SECTION. NONPROFIT ORGANIZATIONS MAY BECOME SUBJECT TO INCOME TAXES IF QUALIFICATION AS A TAX-EXEMPT ENTITY CHANGES, IF UNRELATED BUSINESS INCOME IS GENERATED, AND IN CERTAIN OTHER INSTANCES. NONPROFIT ORGANIZATIONS ARE REQUIRED TO ASSESS THE CERTAINTY OF THEIR TAX POSITIONS RELATED TO THESE MATTERS AND, IN SOME CASES, RECORD LIABILITIES FOR POTENTIAL TAXES, INTEREST AND PENALTIES ACCOMPANIED BY FOOTNOTE DISCLOSURES. THE FOUNDATION HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE THE ACCRUAL OF AN INCOME TAX PROVISION. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL OR STATE TAX AUTHORITIES FOR YEARS BEFORE 2019. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DECREASE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -880,845. INVESTMENT EXPENSES NETTED WITH INVESTMENT INCOME -137,136. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES NETTED WITH INVESTMENT INCOME 137,136. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ARTCETERA | Event1Nm |
| Gross Receipts Event1 | $192,362 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $139,802 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $52,560 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $105 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $30,090 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $65,342 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $73,252 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $192,362 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $139,802 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $52,560 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $105 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $30,090 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $65,342 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $73,252 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $168,789 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$116,229 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ESSENTIA HEALTH | ||||||||
| 400 E 3RD ST | DULUTH | MN | 55805 | 200360007 | 501(C)(3) | $1,013,687 | $0 | DIALYSIS EQUIPMENT ($863,902); DESIGN AND FURNISHINGS FOR SOLVAY HOUSE AND AMBERWING ($119,540); DONOR WALL ($30,245) |
| ESSENTIA INSTITUTE OF RURAL HEALTH | ||||||||
| 400 E 3RD ST | DULUTH | MN | 55805 | 271291124 | 501(C)(3) | $51,358 | $0 | RESEARCH |
| LAKE SUPERIOR COMMUNITY HEALTH CENTER | ||||||||
| 4325 GRAND AVE | DULUTH | MN | 55807 | 237167576 | 501(C)(3) | $47,980 | $0 | FARMER'S MENTAL HEALTH COUNSELOR SALARY |
| COLLEGE OF ST SCHOLASTICA | ||||||||
| 1200 KENWOOD AVE | DULUTH | MN | 55811 | 410698301 | 501(C)(3) | $40,500 | $0 | MOBILITY RESEARCH |
| PAVSA | ||||||||
| 32 EAST 1ST STREET SUITE 200 | DULUTH | MN | 55802 | 411350021 | 501(C)(3) | $20,000 | $0 | PSYCHOTHERAPIST SALARY |
| MN MASONIC CHILDREN'S CLINIC | ||||||||
| 24 WEST 2ND STREET | DULUTH | MN | 55802 | 411420162 | 501(C)(3) | $14,000 | $0 | PROGRAMMING FOR YOUTH WHO HAVE DISABILITIES |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 OAK STREET SE | MINNEAPOLIS | MN | 554552010 | 416042488 | 501(C)(3) | $9,100 | $0 | EDUCATION FOR TEACHERS WORKING WITH YOUTH WITH PHYSICAL CHALLENGES |
| MINNESOTA BALLET | ||||||||
| 506 WEST MICHIGAN STREET | DULUTH | MN | 55802 | 416055588 | 501(C)(3) | $5,175 | $0 | DANCE FOR YOUTH WITH PHYSICAL CHALLENGES |
| LIGHTHOUSE CENTER FOR VITAL LIVING | ||||||||
| 4505 WEST SUPERIOR STREET | DULUTH | MN | 55807 | 410706140 | 501(C)(3) | $30,000 | $0 | PROGRAMMING TO KEEP ELDERS IN THEIR HOMES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | MDF/UW SUPERIOR MENTAL HEALTH PARTNERSHIP | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $16,900 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | A FINAL GRANT REPORT MUST BE PROVIDED WITHIN TWO MONTHS OF PROJECT OR PROGRAM COMPLETION. FUTURE PROPOSALS WILL NOT BE ELIGIBLE FOR REVIEW UNTIL ALL OUTSTANDING REPORTS ON COMPLETED PROJECTS ARE SUBMITTED. THE FOLLOWING INFORMATION IS REQUIRED: - PROVIDE A HEADING FOR THE REPORT INCLUDING PROJECT NAME, GRANT NUMBER, ADDRESS, PHONE NUMBER AND THE NAME OF THE INDIVIDUAL RESPONSIBLE FOR COORDINATING THE PROJECT. - DESCRIBE THE GRANT-SUPPORTED ACTIVITIES OR EVENTS THAT OCCURRED BECAUSE OF FOUNDATION SUPPORT. - DESCRIBE ANY CHANGES THAT OCCURRED IN THE PROJECT FROM THE ORIGINAL CONCEPT AS PRESENTED IN YOUR PROPOSAL, WHY SUCH CHANGES WERE NECESSARY AND ANY PROBLEMS YOU ENCOUNTERED. - DESCRIBE THE RESULTS OF THIS PROJECT. INCLUDE SUMMARIES OF ANY OUTCOME MEASURES YOU USED ONLY IF THEY PROVIDE INFORMATION RELATED TO THE EFFECTIVENESS OF THE PROJECT. COMMENT ON YOUR SATISFACTION/DISSATISFACTION WITH THESE RESULTS AND ANY MODIFICATIONS YOU BELIEVE WOULD HAVE PRODUCED MORE DESIRABLE OUTCOMES. PROVIDE A STORY THAT EXEMPLIFIES YOUR RESULTS. - DISCUSS FUTURE IMPLICATIONS OF THE PROJECT (E.G. ALLOWED STARTUP OF A PROGRAM THAT WILL CONTINUE TO PROVIDE SERVICES, RESULTING IN BETTER PATIENT OUTCOMES). - PROVIDE A FINANCIAL REPORT DETAILING THE EXPENDITURES OF MILLER-DWAN FOUNDATION FUNDS AS WELL AS TOTAL PROJECT REVENUE AND EXPENSE. IN THE EVENT OF EQUIPMENT PURCHASE, PROVIDE VERIFICATION OF PURCHASE. - ATTACH COPIES OF PROJECT PUBLICITY, NEWSPAPER ARTICLES, PROGRAM BROCHURES, SCHEDULE OF EVENTS, NEWSLETTERS AND OTHER INFORMATION PUBLICLY ACKNOWLEDGING THE RECEIPT OF FUNDS AND/OR INFORMING THE PUBLIC OF GRANT ACTIVITIES. ANY DEVIATIONS FROM THE ORIGINAL GRANT MUST BE REPORTED TO AND REVIEWED BY THE MILLER-DWAN FOUNDATION GRANTS SPECIALIST. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACI MARCINIAK | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $162,338 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $3,383 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $26,437 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $192,158 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE MILLER-DWAN FOUNDATION SUPPORTS THE COST OF MEMBERSHIP TO LOCAL SOCIAL CLUBS AS THEY ARE DESIGNED TO OFFER PRIVATE MEETING SPACE IN A HOSPITALITY SETTING. LOCAL SOCIAL CLUBS ARE VENUES AT WHICH PROSPECTS, DONORS, AND BUSINESS ASSOCIATES GATHER ON A FREQUENT BASIS. THE MILLER-DWAN FOUNDATION PRESIDENT SHALL BE AUTHORIZED TO UTILIZE SOCIAL CLUBS TO FURTHER THE MISSION OF THE ORGANIZATION. THE PRESIDENT'S USE OF THE CLUB IS FOR BUSINESS PURPOSES ONLY. THIS BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION. SOCIAL CLUB BILLING STATEMENTS WILL BE SENT TO THE MILLER-DWAN FOUNDATION ACCOUNTANT WHO WILL COMPARE WITH SUBMITTED RECEIPTS, CODE APPROPRIATELY AND PROCESS. ALL OF THE PRESIDENT'S DONOR/PROSPECT MEETINGS ARE VISIBLE ON HER OUTLOOK CALENDAR FOR THE MILLER-DWAN FOUNDATION TEAM TO SEE. BASED ON WHO THE DONOR IS, INFORMATION IS INCLUDED IN THE DONOR DATABASE (RE) REGARDING ANY CULTIVATION/SOLICITATIONS IN PROCESS, AS WELL AS THE RELATIONSHIP AS IT RELATES TO GENERAL BUSINESS MATTERS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,825 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV - PROVIDED BY DONORS | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $52,339 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MEDIAN PRICE AT TRANSFER | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $40,165 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REPORTED THE NUMBER OF ITEMS CONTRIBUTED FOR ART - WORKS OF ART AND AUCTION ITEMS. THE ORGANIZATION REPORTS THE NUMBER OF CONTRIBUTIONS FOR SECURITIES - PUBLICLY TRADED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 5 | MILLER-DWAN FOUNDATION HAS 7 EMPLOYEES. THESE EMPLOYEES ARE COMPENSATED BY ESSENTIA HEALTH, AN UNRELATED ORGANIZATION. MILLER-DWAN FOUNDATION REIMBURSES ESSENTIA HEALTH FOR THE COMPENSATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PRESIDENT AND ACCOUNTANT OF THE FOUNDATION REVIEW THE 990 FOR ACCURACY AND COMPLETENESS OF INFORMATION. THE FINAL COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL AT A BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD POLICY REGARDING CONFLICTS OF INTEREST AND DUALITY OF INVOLVEMENT IS AS FOLLOWS: A. DURING THE CONSIDERATION OF A PROPOSED ALLOCATION GRANT OR OTHER MATTER AFFECTING THE MILLER-DWAN FOUNDATION, ANY BOARD/COMMITTEE MEMBER WHO HAS OR IS AWARE OF A POTENTIAL CONFLICT OF INTEREST/DUALITY OF INVOLVEMENT, SHALL FULLY DISCLOSE SUCH CONFLICT TO THE BOARD PRIOR TO THE GRANTS DISCUSSION. B. ANY PERSON DEEMED BY HIMSELF/HERSELF OR BY THE CHAIR TO HAVE A CONFLICT OF INTEREST/DUALITY OF INTEREST, EXCLUDING THOSE ASSOCIATED WITH VAN GORDEN RELATED GRANT DISCUSSIONS, SHALL NOT PARTICIPATE IN ANY CONSIDERATION OF THE GRANT REQUEST AND MAY CHOSE TO LEAVE THE ROOM DURING THE DISCUSSION AND VOTING. C. BOARD/COMMITTEE MEMBERS SHALL NOT USE THEIR PERSONAL INFLUENCE IN THE DISCUSSION OF THE GRANT OR MATTER, HOWEVER, WHEN THE MEMBER'S KNOWLEDGE WILL ASSIST THE BOARD OR COMMITTEE AND WHEN THE BOARD OR COMMITTEE REQUESTS SUCH INFORMATION, A PERSON WITH A CONFLICT OR DUALITY OF INTEREST MAY RESPOND TO PERTINENT QUESTIONS. D. NO ORGANIZATION SHALL RECEIVE SPECIAL MILLER-DWAN FOUNDATION CONSIDERATION BASED ON A BOARD, COMMITTEE, OR FAMILY MEMBER OR FINANCIAL RELATIONSHIP. E. NO BOARD/COMMITTEE MEMBER SHALL USE HIS OR HER POSITION, OR THE KNOWLEDGE GAINED THERE FROM, IN SUCH A MANNER THAT A CONFLICT BETWEEN THE INTEREST OF THE MILLER-DWAN FOUNDATION OR ANY OF ITS ASSOCIATED AGENCIES OR ORGANIZATIONS AND HIS OR HER INTERESTED PERSONS, ARISES. F. A CONTRACT OR OTHER TRANSACTION BETWEEN THE MILLER-DWAN FOUNDATION AND A BOARD/COMMITTEE MEMBER IS NOT VOID OR VIOLABLE BECAUSE THE BOARD/COMMITTEE MEMBER IS A PARTY TO THE CONTRACT OR BECAUSE THE BOARD/COMMITTEE MEMBER IS PRESENT AT THE MEETING AT WHICH THE CONTRACT OR TRANSACTION IS AUTHORIZED, APPROVED OR RATIFIED, SO LONG AS THE FOLLOWING CONDITIONS ARE SATISFIED: A. THE MATERIAL FACTORS CONCERNING THE CONTRACT OR TRANSACTION AS THEY RELATE TO THE BOARD/ COMMITTEE MEMBER'S CONFLICT OF INTEREST MUST BE FULLY DISCLOSED, OR MUST BE KNOWN TO THE BOARD OR COMMITTEE AUTHORIZING, APPROVING OR RATIFYING THE CONTRACT OR TRANSACTION; AND B. THE BOARD OR COMMITTEE AUTHORIZING, APPROVING, OR RATIFYING THE CONTRACT OR TRANSACTION MUST DO SO IN GOOD FAITH BY A MAJORITY, NOT COUNTING ANY VOTE THAT THE INTERESTED BOARD/ COMMITTEE MEMBER MIGHT OTHERWISE HAVE, AND NOT COUNTING THE BOARD/COMMITTEE MEMBER IN DETERMINING THE PRESENCE OF A QUORUM. G. THESE CONDITIONS APPLY TO ANY CONTRACTS OR OTHER TRANSACTIONS BETWEEN MILLER-DWAN FOUNDATION AND A BOARD/COMMITTEE FAMILY MEMBER OR AN ORGANIZATION IN OR OF WHICH THE BOARD/COMMITTEE MEMBER OR A MEMBER OF THE BOARD/COMMITTEE MEMBER'S FAMILY IS A DIRECTOR, OFFICER OR LEGAL REPRESENTATIVE OR HAS A MATERIAL FINANCIAL INTEREST. H. BOARD/COMMITTEE MEMBERS HAVE A DUTY TO PLACE THE INTERESTS OF THE ORGANIZATION FOREMOST IN ANY DEALING WITH THE ORGANIZATION AND HAVE A CONTINUING RESPONSIBILITY TO COMPLY WITH THE REQUIREMENTS OF THIS POLICY. FOR THE PURPOSE OF CARRYING OUT THIS POLICY, THE MILLER-DWAN FOUNDATION PROVIDES A DISCLOSURE STATEMENT TO ALL BOARD MEMBERS REGARDING ORGANIZATIONS WITH WHICH EACH PERSON AND/OR FAMILY MEMBERS IS, OR HAS BEEN WITHIN THE PRIOR TWO YEARS, A TRUSTEE, DIRECTOR, SIGNIFICANT FINANCIAL SUPPORTER, ACTIVE VOLUNTEER, CURRENT CONSUMER OF ITS SERVICES OR STAFF MEMBER. ON THE BASIS OF THIS DISCLOSURE, STAFF WILL IDENTIFY ANY CONFLICT OF INTEREST/DUALITY OF INVOLVEMENT WHENEVER SUCH ORGANIZATIONS ARE CONSIDERED FOR A POSSIBLE ALLOCATION GRANT OR OTHER MATTER. THIS, HOWEVER, DOES NOT RELEASE A BOARD/COMMITTEE MEMBER OF THE RESPONSIBILITY TO INFORM THE PRESIDENT AND CHAIR OF ANY CONFLICTING ROLES OR DUAL ROLES THEY MAY HAVE IF NOT OTHERWISE DISCLOSED. DISCLOSURE STATEMENTS WILL BE DISTRIBUTED PERIODICALLY FOR THE PURPOSES OF UPDATING. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED, REVIEWED, AND SIGNED BY BOARD MEMBERS ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE MILLER-DWAN FOUNDATION EXECUTIVE COMMITTEE/OFFICERS REVIEW THE 990S OF OTHER COMPARABLE ORGANIZATIONS IN THE COMMUNITY TO DETERMINE CEO SALARIES, AS WELL AS NATIONAL NONPROFIT AND FOUNDATION SALARY AND BENEFITS SURVEY DATA TO DETERMINE THE APPROPRIATE SALARY. THAT GROUP THEN DISCUSSES AND DETERMINES SALARY FOR THE POSITION AS WELL AS ANY INCREASES OR OTHER CHANGES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ANNUAL REPORT IS AVAILABLE ON THE FOUNDATION'S WEBSITE AND IN PERSON AT THE FOUNDATION'S OFFICE. ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, OTHER POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE FOUNDATION OFFICE FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN THE SECTION 6104(D). |
| FORM 990, PART XI, LINE 9: | DECREASE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -880,845. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Direct Controlling NADirectControllingNACd | EINEIN |
|---|---|---|---|---|---|---|---|---|---|
| MILLER-DWAN FOUNDATION AMBERWING LLC | |||||||||
| 502 EAST SECOND STREET | DULUTH | MN | 55805 | OWNERSHIP OF AMBERWING PROPERTY | MN | $0 | $2,988,053 | N/A | |
| MILLER-DWAN FOUNDATION HOSPICE HOUSE LLC | |||||||||
| 502 EAST SECOND STREET | DULUTH | MN | 55805 | OWNERSHIP OF HOSPICE PROPERTY | MN | $0 | $945,334 | N/A | 203644274 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD & JOSEPHINE WENDORF FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 16450 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416271710 | EIN |
| Primary Activities | SUPPORT OF THE MILLER-DWAN FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |